Filters are found on the upper panel where you will have options to view certain details or filter using the following:

  1. Search Bar - you can do a quick search by typing a key word in the Search Bar.
  2. Client List - view specific client by selecting in the drop-down list.
  3. Follow Up - search for specific follow up date set with client. 
  4. Industry - search specifically the type of industry using the dropdown list.
  5. Location - filter by client location (country).
  6. Deleted - filter your clients including those Deleted or
  7. DNCL (Do Not Call List) - fliter clients including those in the DNC list.
  8. Select clients alphabetically (found on the left side)

Feedback and Knowledge Base